Mukul Agarwal
Mukul is a Senior Vice President on the Finance Team at Robertson Stephens. Working with the CFO, he oversees all finance, accounting, reporting, treasury, and decision support activities. He has 11 years of experience in Finance Controllership, US GAAP/IFRS reporting, SOX 404, and Financial Planning & Analysis. Prior to joining Robertson Stephens, Mukul was the […]
Nageshwar Reddy
Nageshwar is an Associate on the Robertson Stephens Operations Team. With over 5 years of client service experience, he strives to build and optimize client servicing & operational efficiencies and to enhance a greater client experience. Prior to joining Robertson Stephens, Nageshwar worked as a dedicated Client Service Associate at Northern Trust. He worked with […]
Nithin Kumar
Nithin is an Associate at Robertson Stephens, specializing in performance reporting and business operations. With 5+ years of experience in the financial services industry. Nithin’s expertise lies in investment performance analysis and reporting, client reporting, and investment portfolio marketing services. Prior to joining Robertson Stephens, Nithin served as an Associate at Acuity Knowledge Partners (formerly […]
Pavan Kumar
Pavan is an Associate on the Finance Team at Robertson Stephens. He has 9 years of work experience and works with the CFO on finance, accounting, reporting, treasury, and decision support activities. Prior to joining Robertson Stephens, Pavan was the Senior Staff Accountant at Mresult Services Pvt Ltd (Ncheng LLP), a CPA firm, where he led the accounting […]
Charlie O’Brien
Charlie is an Associate on the Corporate Development Team at Robertson Stephens, where he helps drive business growth and establishes strategic partnerships. Before joining Robertson Stephens, Charlie spent five years building out RIA teams as a financial services headhunter at Robert Half. During his time there, he consulted with firms to uncover growth opportunities and spearheaded […]
Ben Weisel
Ben Weisel is an Associate at Robertson Stephens working with the Corporate Development Team. In his role, Ben helps drive business growth and develop strategic relationships. Before joining Robertson Stephens, Ben worked at Artisan Partners and Crescent Grove Advisors. Ben began his time at Artisan Partners in their rotational program, supporting client reporting and investment […]
Ian Marshall
Ian is an Associate at Robertson Stephens. He supports David Westbrook and Mike Curley in finance and compliance. Prior to joining Robertson Stephens, Ian was an administrator for Tiret + Company, CPAs in Daly City, California. He worked with accountants and tax preparers to set up electronic filings for tax returns, organized tax related documents, […]
Matthew Lim
Matthew is a Vice President at Robertson Stephens. Matthew implements and develops business processes and strategies in order to provide high quality operational service to the firm’s clients and financial advisors. Key to his role, Matthew coordinates with advisors and custodians to support the on-boarding of new advisor teams, thus contributing to the continued growth […]
Keith Larkin
Keith is a Managing Director and Principal at Robertson Stephens. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. […]
Jeanette Garretty
Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal financial needs, with a particular focus on unique market opportunities, strategic planning and philanthropy. With her colleagues throughout the firm, Jeanette engages with Robertson Stephens […]
Theresa Everett
Theresa is a Vice President at Robertson Stephens. She is responsible for assisting the Central Operations Team and supports the Advisor Teams throughout the firm with various operations and onboarding requests. Prior to joining Robertson Stephens, Theresa spent over 25 years at Fidelity Investments. She worked on the retail side of the business as a […]
Edward Blamo
Edward is a Vice President at Robertson Stephens. Edward is responsible for supporting the Central Operations Team in developing and executing scalable and efficient business processes for the firm. He works with financial advisors and our custodians to on-board new advising teams. Prior to joining Robertson Stephens, Edward was a Portfolio Analyst at AssetMark Inc. […]